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Status Will Not Implement
Workspace E-Closing Core
Categories Enhancements
Created by Guest
Created on May 11, 2022

Document Page and scanned docs should be different screens

The Document page is now cluttered with the packages and signed documents displaying on the same page.

It was a lot easier to navigate when these pages were separated.


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  • Admin
    Alyssa LeMay
    Reply
    |
    May 11, 2022

    At the bottom on the Packages and Barcodes there is a toggle to Hide Barcodes.

  • Guest
    Reply
    |
    May 11, 2022

    There is no option to ���hide barcodes���, and my major concern is that the scanned/saved documents takes up half the page.

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    Christina M. Hardy
    Processor / Closer
    TBS LAW, P.A.
    4720 NW Boca Raton Boulevard
    Suite D-106
    Boca Raton, Florida 33431
    561-221-0577 ��� Phone
    561-221-0578 ��� Fax
    www.tbslawpa.com

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    [cid:image004.png@01D86533.7E588EA0]

    Due to the overwhelming amount of fraudulent cashier's checks circulating in Florida, we will require ALL 'cash to close' to be in the form of a wire transfer. Our wire transfer instructions are available upon request.

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  • Admin
    Alyssa LeMay
    Reply
    |
    May 11, 2022

    Hello,

    No functionality was lost, however more was implemented.

    Prior, you had to the left, Barcodes, right Document Packages, then underneath was all of the Scanned/Saved Documents.

    Now, we have combined in the Barcodes and Packages all in one. You can simply click "Hide Barcodes" if you don't use them. We will then remember this setting and all barcodes will be "hidden" except for the "All Barcodes" package. A new feature with this is the Search. You can now start typing in a name and we will filter out the package you have it in.

    You just click on the Package Name as you did previously and generate the documents, again as you did before.

    On the right now, we show all of the Scanned/Saved (instead of the bottom of the page). An enhancement here is the Bulk Actions. If you click this, you can select multiple documents to generate, save, email, message to the portal, or move to a folder.

    This eliminates the use/need of multiple other screens and adds features we didn't have before. We understand it looks different, but you lost no functionality and gained many enhancements.

    Thank you,

    E-Closing